Stephanie Link, Hightower Advisors’ chief investment strategist, joined ‘Squawk Box’ to share insights on the current equity markets. She believes the markets are poised for upward surprises in earnings this quarter. Link highlighted recent job data and its positive implications for consumer spending and overall economic sentiment. Maintaining a watchful eye on these developments will be crucial for investors looking to capitalize on potential market rallies. She urged market participants to assess performance metrics and adapt strategies accordingly to ensure they are well-positioned for growth.